Available for download, are a variety of reports and brochures covering the Community Foundation’s work and finances. We suggest starting with an introduction to our website, read our
Annual Reports and
Newsletters and then make a joint appointment for you, your client and a member of the Foundation Executive Team at (360) 378-1001.
For personalized control our
Donor Advised Funds are the vehicle of choice. For broad giving our
Healthy Community Fund is the most popular. These funds are carefully managed to support the most critical causes in our community.
The Community Foundation offers unparalleled knowledge of community issues and nonprofits and our philanthropic expertise can help your client make the most of every dollar donated. Our broad range of financial vehicles, asset types and fund types make it easy to make a contribution or to set up a fund. In some cases, these options also provide tax advantages.
Yes, most certainly. We encourage ongoing conversations to discuss how we may be of service to you and your clients. With an all-volunteer board, consultations are always free of charge.
A
Donor Advised Fund provides all of the control and flexibility that most donors require along with vastly decreased administrative overhead and costs. Setting up a fund through the Community Foundation often can provide enhanced tax benefits as well. Please see “
Simple Alternative to Private Foundations”.
Yes. It is common for family foundations to convert to a community foundation donor advised fund in order to reduce costs and administrative overhead while taking advantage of the community foundation’s grantmaking expertise. Please call the Community Foundation’s Executive Team at (360) 378-1001 for an appointment.
The Foundation provides a variety of planning and execution services that may help you and your client optimize an estate plan for maximum impact in the community. Please visit the
Estate & Legacy Planning page.
Yes. The Foundation would be pleased to serve as the trustee to your trust that includes the Foundation as the beneficiary.
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